We spoke in a previous blog post about the most efficient way to set up a custom module in Zoho CRM. Today what we are going to talk about are the Zoho custom field types that are available when you create your own module. Once you create your module, it’s important to understand the different custom field types that Zoho has to offer. There are a lot of ways you can customize your modules, so let’s review them together.
Zoho offers many programs on their platform. Arguably their most successful one is Zoho CRM. But what if you don’t need all of the features of a CRM? Maybe you are just looking for somewhere to keep your contacts, and manage your tasks and deals. Having a tool that allows you to organize your contacts and clients allows for better customer relationships. Enter Zoho Contact Manager. Both programs can be very helpful to your business, but there are some key differences and similarities. Let’s review them before you decide which program to use.
Zoho CRM is an amazing database to help any business keep track of your clients, deals, marketing campaigns and beyond. I firmly believe that one of the most underutilized tools in this program is the “activities” feature. Activities in the Zoho CRM do it all, you can organize tasks, keep track of meetings, and schedule a follow up conversation with a new client. If you are looking to keep your records organized and detailed the Zoho CRM the activities feature is the way to go.
When it comes to Zoho mapping fields and lead conversion mapping, there is a lot to learn. If you’ve attempted to map a custom field in a lead record to a standard field in either the deal, contact, or account record, you may have encountered a somewhat common issue that some Zoho CRM users come across: the matching field you’re looking for doesn’t show up as an option.
Troubleshooting issues with Zoho mapping fields
In order to solve this issue, the first step you’ll want to take is confirming that both fields are the same type of fields.
For instance, if you’re attempting to map a field that’s categorized as a single line field, these are the only types of fields that will show up in the target module as choices in the Zoho mapping fields screen.
Many don’t realize this, but Zoho, the company best known for its CRM and other office productivity applications, also offers a contact management option called Zoho ContactManager.
Does this make sense? It may very well. That’s because – and this may also come as a surprise – for many of our Zoho CRM clients, the Zoho ContactManager would be a better application for their business than a full-blown CRM product. Why? One word: overkill.
When it comes to their various apps and products, some of what’s offered through Zoho is more useful to individual business owners than others. If you need an easy way to provide database access to customers and vendors, you’ll want to read on for our Zoho portal tips.
Just last year, Zoho CRM introduced an exciting new Zoho feature, which allows users to give vendors and customers self-service access within Zoho CRM to all the information they need. If you’ve been using Zoho CRM already, you may find that this feature is fairly simple to set up and use.
Whether you’re looking to join Zoho or another CRM service, there is a lot to consider. At The Marks Group, we sell and implement five Customer Relationship Management (CRM) applications and currently serve more than 600 companies who use these applications to increase their sales, improve customer service, and grow their profitability. A good CRM system, when implemented properly, will ensure that important tasks are never falling through the cracks, critical information is being shared by everyone in your organization wherever they are, and the value of your company is increasing.
Like the millions who already use this great product, it may be right for your company. If you’re seriously looking to join Zoho CRM, then let me share these five reasons why you should consider doing so, based on the more than 90 clients we serve who have already purchased it.
Here at The Marks Group, our CRM system is…Zoho CRM, naturally. And of course, we use Zoho CRM Calendar. So give us credit for eating the dog food, so to speak.
I’ve been knee-deep in it for more than two years now and I’ve learned a lot. So I thought that I would take a few moments out and share five tactics with the Zoho CRM Calendar. This is not scripture. You may have different points of view. But for me, this works.
Tip #1: Ignore Calls
When you’re on the calendar, you’ll see that you have the ability to create an “event” or a “call.” When you’re in other areas of Zoho CRM, you’ll also see that you have the ability to also create “tasks.” I ignore calls. It’s just too confusing. For me and others in my company, all of our activities are either events or tasks. An event represents an appointment. An appointment is defined as when I have a scheduled meeting—onsite or online—with someone else. A task represents everything else: calls, to-do’s, emails to send, things to follow-up, and so on.
Are you thinking of learning Zoho tools on your own?
If you are, it’s fine. We have plenty of clients who take on their training independently and I respect that. In fact, the videos that we offer on Marks Group Live are there to supplement your in-house training, as well as to provide advice, tips and tricks for using the application. If you decide to self-train, you may be fine, but there are some big pitfalls that you should be aware of. For example:
Ignoring established best practices
I’m no sales process genius. My firm does not do sales process consulting. But we are experts with Zoho, and we’ve implemented Zoho and other CRM applications at hundreds of small and medium-sized companies around the country. So we’ve learned.
Zoho CRM has a lot of interesting and helpful features, but with a little Zoho help, you may also discover some things that you didn’t even know Zoho was capable of. For instance, let’s say you have some information pertaining to a specific contact—or multiple contacts—and you want to track that information. Zoho offers two sets of address fields, including “Mailing” and “Other.” But what options do you have if there’s additional information you need to track?
What not to do
One thing you don’t want to do is create additional sets of address fields. The reason being is that it takes up extra room unnecessarily for contacts with fewer addresses, and when you have one contact that has more than you’ve allotted for, you’re adding more fields.